Biotech Values

[acgood]

SNTA at DB.

the LDH low/normal vs high stratification is across all patients, irrespective of histology or other mutations. Aside from high LDH indicating poor prognosis, I haven't been able to find much in the way of basic research explaining why LDH levels would impact the performance of hsp90 inhibition.

It is interesting that so many dismiss the INFI HSP90 inhibitor, due to it's being "first generation" and having flamed out already in one clinical trial and being ditched by Medimmune. However, they have reported objective responses with their drug and it has no ocular toxicity. NVS has reported exactly one PR to date and has extensive ocular tox. Waiting on data from a couple other competitors to see if any others drop out of the field.